Monday, April 11, 2022

Tactical Short Q1 Recap Conference Call This Afternoon

Please join Doug Noland and David McAlvany Thursday, April 14th, at 4:00 pm Eastern/ 2:00 pm Mountain time for the Tactical Short Q1 recap conference call, “Instability 2022: Inflation, War and China.” Click here to register.

Tuesday's News Links

[MSN/WSJ] Russia Unleashes New Attacks Overnight on Ukraine's Eastern Region

[Yahoo/Bloomberg] Ukraine Update: U.S. Warns India Over Russian Energy Imports 

[Reuters] After week of silence, Putin says Russia will achieve 'noble' aims in Ukraine

[Yahoo/Bloomberg] Stocks, Treasuries Rise After Inflation Report: Markets Wrap

[Yahoo/Bloomberg] Oil Rebounds as Investors Assess China’s Easing Virus Lockdown

[Yahoo/Bloomberg] China Stocks Storm Back on Bets of Policy Support, Covid Shift

[AP] US inflation jumped 8.5% in past year, highest since 1981

[Yahoo/Bloomberg] U.S. Small Business Optimism Slides to Almost Two-Year Low

[AP] Russian war worsens fertilizer crunch, risking food supplies

[Yahoo/Bloomberg] WTO Cuts Trade Outlook, Says Russia War Risks Broader Decoupling

[Yahoo/Bloomberg] China’s Li Issues Third Growth Warning as Covid Takes Toll

[Yahoo/Bloomberg] Sunac Misses Bond Payment, Junk Bonds Fall: Evergrande Update

[Yahoo/Bloomberg] Chinese Developer Sunac Misses First Bond Payment Deadline

[Reuters] Shanghai lets some residents leave home, cautiously eases COVID curbs

[Reuters] U.S. orders some personnel to leave Shanghai consulate

[MSN/WP] Hubris and isolation led Vladimir Putin to misjudge Ukraine

[Reuters] U.S. aircraft carrier deploys off Korean peninsula amid tensions with North - official

[Bloomberg] China Steps Up Stimulus With Infrastructure Bond Sales Quota

[Reuters] China nudges listed firms, investors to buy stocks to stabilise market

[Bloomberg] Shanghai Residents Remain Largely Locked Down Despite Easing

[NYT] China’s Echoes of Russia’s Alternate Reality Intensify Around the World

[WSJ] Ukraine War Drives Shortage in Pig Iron, Pushing Steel Prices Higher

[WSJ] Rocketing Prices Test Europe’s Political Resolve in Confrontation With Russia

[FT] ‘Living in a fantasy’: euro’s founding father rebukes ECB over inflation response

[FT] Russia relies on ‘payment theatre’ as bondholders prepare for default

[FT] Austria’s Nehammer says Putin meeting left ‘no positive impression’

[FT] The great medicines migration: how China controls key drug supplies

Monday Evening Links

[Yahoo/Bloomberg] Ukraine Update: More Than 10,000 Died in Mariupol, Mayor Says 

[Yahoo/Bloomberg] Stocks Fall as Treasury 10-Year Yield Tops 2.75%: Markets Wrap

[Yahoo/Bloomberg] World Markets Are Falling Again With Echoes of the 2018 Rout

[Yahoo/Bloomberg] Oil Falls to February Levels on Worsening China Demand Outlook

[Yahoo/Bloomberg] Wheat Closes at the Highest Since Late March on Supply Worries

[Yahoo/Bloomberg] U.S. Natural Gas Closes at 13-Year High With Inventories Falling

[FT] ECB has a narrow path to tread on interest rates and spreads

Monday Afternoon Links

[Yahoo/Bloomberg] Ukraine Update: EU Urges More Arms to Kyiv, Mulls Russia Oil Ban

[Yahoo/Bloomberg] Tech Leads Stock Losses as Treasury Yields Climb: Markets Wrap

[Reuters] U.S. yields jump to three-year highs, stocks slide on rate outlook 

[Reuters] Oil dives 4%, below $100 on reserves release, China lockdowns

[CNBC] Consumer fears over inflation hit a record high in March, New York Fed survey shows

[Reuters] Russian oil embargo could be part of next EU sanctions package, ministers say

[Reuters] Austrian leader has 'open and tough' talks with Putin in Moscow

[FT] Shanghai unveils limited easing of Covid lockdown as Chinese markets fall